MD

Money Design Portfolio holdings

AUM $2.14B
1-Year Est. Return 10.33%
This Quarter Est. Return
1 Year Est. Return
+10.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$565M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.97M
3
+$8.29M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$8.02M
5
SLV icon
iShares Silver Trust
SLV
+$7.25M

Top Sells

1
+$11.4M
2
+$9.86M
3
+$3.59M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.26M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.1M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.29M 1.47%
165,409
+22,857
27
$6.7M 1.19%
+112,231
28
$6.63M 1.17%
149,382
-73,457
29
$6.55M 1.16%
137,102
+59,958
30
$6.34M 1.12%
+206,413
31
$6.33M 1.12%
54,243
-30,797
32
$5.9M 1.04%
119,853
-51,373
33
$5.77M 1.02%
201,118
+13,848
34
$4.43M 0.78%
118,369
+66,696
35
$3.43M 0.61%
76,263
-219,290
36
$2.97M 0.53%
87,570
+2,110
37
$1.86M 0.33%
60,539
+6,987
38
$1.85M 0.33%
29,925
+6,691
39
$1.51M 0.27%
22,850
+2,435
40
$1.42M 0.25%
36,831
+27,586
41
$1.17M 0.21%
46,733
+12,887
42
$929K 0.16%
40,893
-5,367
43
$912K 0.16%
31,232
+12,192
44
$714K 0.13%
16,418
-16,159
45
$614K 0.11%
9,173
-712
46
$590K 0.1%
8,595
+899
47
$417K 0.07%
10,606
+294
48
$408K 0.07%
6,646
+2,236
49
$392K 0.07%
7,062
+250
50
$291K 0.05%
5,437
+376
1
2
3